Keep project managers' onboarding contacts tagged for nurture

Project managers lose track when community members complete onboarding, causing contacts to miss targeted nurture. This adds a Completed Onboarding tag so marketing follows up promptly.

Overview

Project managers risk mis-segmentation and missed nurture when onboarding completions aren't tagged. This workflow guarantees every completed member is tagged and added to the Completed Onboarding segment, enabling faster, targeted follow-up and reducing missed touchpoints.

Notable Features

Tag contacts upon course completion
Add contacts to Completed Onboarding segment
Notify marketing channels about completions